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DD

Douglas W. Damrow

TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT
Libertyville, IL
Some features on this profile are disabled
CRD#: 724044
DD

Professional summary

Douglas William Damrow is a registered financial advisor currently at TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC located in Libertyville, Illinois.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Douglas has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, SIE, Series 15, Series 3, Series 5, Series 7, Series 10, Series 9, Series 53, Series 24, Series 4 and Series 12 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas William Damrow's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 25, 2024 - Present

TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC

RIA
CRD#: 329218
Libertyville, IL
Past

February 14, 2024 - December 10, 2024

TRUST INVESTMENT ADVISORS

RIA
CRD#: 309233
Libertyville, IL
Past

July 8, 2010 - February 9, 2024

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
CHICAGO, IL
Past

July 8, 2010 - February 9, 2024

OPPENHEIMER & CO. INC.

BD
CRD#: 249
CHICAGO, IL
Past

August 31, 2001 - July 12, 2010

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NORTHBROOK, IL
Past

August 13, 2001 - July 12, 2010

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
NORTHBROOK, IL
Past

April 2, 1991 - August 16, 2001

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

April 11, 1988 - April 16, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

February 23, 1981 - April 11, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TI
TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
TIA WEALTH MANAGEMENT | TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC | TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT | TIA WM

CRD#: 329218 / SEC#: 801-129716

RIA
Registered Investment Advisory firm - (3/22/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(3/28/2024)
IAR
Indiana
(3/25/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/21/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/6/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 15
Date: 10/16/1991
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 3
Date: 4/8/1986
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 5
Date: 11/30/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 7
Date: 2/21/1981
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 53
Date: 7/19/1990
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/28/1988
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 12/6/1983
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 12
Date: 1/20/1977
NYSE Branch Manager Examination

Current Firm

TI
TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
TIA WEALTH MANAGEMENT | TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC | TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT | TIA WM

CRD#: 329218 / SEC#: 801-129716

RIA
Registered Investment Advisory firm - (3/22/2024 Approved)
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Contact information

Main Address
8440 Woodfield Crossing Suite 100, Indianapolis, IN 46240
Mailing Address
Phone number
(317) 253-2000
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 FORM ADV PARTS 2A & 2B TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC (3/28/2025)

Regulatory assets under management

Total Number of Accounts54
AUM (Assets Under Management)$ 22,509,784

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC

CRD#: 329218Libertyville, IL

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